Taxes August 4, 2026
Form 990: Classifying a School That Hasn’t Opened Yet: Obtaining IRS Approval and What Happens If the IRS Disagrees
An organization with concrete plans can obtain a favorable determination while it is still pre-operational.
CAS August 4, 2026
Helping Clients Make Better Cash Flow Decisions
An advisor's role is not deciding for owners, but revealing how choices impact cash flow before commitments are made.
Taxes August 4, 2026
Tax Court Ruling: When You Can’t Take the IRS at Its Word
The court ruled that the taxpayers failed to prove an IRS error or delay and that verbal advice from an IRS representative is not legally binding.
Staffing August 3, 2026
Beyond the Accountant Shortage: The Skills Shortage Facing CPA Firms
AICPA data shows that accounting enrollment at 4-year colleges and universities rose 8.9% in spring 2026, marking the third consecutive year of growth.
Firm Management August 3, 2026
Your MFA Might Not Be the Safety Net You Think It Is
A newer phishing technique is bypassing multi-factor authentication without cracking a single password — and accounting firms are a natural target.
State CPA Societies August 3, 2026
State CPA Society News & Updates – August 2026
State CPA Society News & Updates is a selection of recent announcements and initiatives by CPA associations in the United States and its territories.
Technology July 31, 2026
What to Track When Using Managed Cloud Hosting
Here are several key factors accounting firms should consider more closely when looking at performance.
Firm Management July 30, 2026
Stop Being the Highest-Paid Employee at Your Own Firm
Here is the ugly truth we need to address: you aren't raising your fees fast enough, and it is entirely because you are focused on the wrong things.
Firm Management July 29, 2026
Opinion: The AI Trickle-Down Myth
When we vet an AI tool, we ask for the SOC 2 report. We check whether it trains on our data. Good instincts, but the wrong question.
CAS July 29, 2026
Non-Deductible IRAs: A Sound Way to Save Even More for Retirement
You may want to rely on a nondeductible IRA to supplement contributions to an employer-provided plan.
Firm Management July 28, 2026
How Local CPA Firms Can Boost Business by Building a Strong Digital Presence
This matters because most prospects will vet you quietly before they ever reach out, and 96% of prospects research firms online.
Financial Planning July 25, 2026
2026 Comic Book Investing: A Mid-Year Report Card
Comics are serious, solid investments. The market is strong and diverse, with comics from various genres and time periods appreciating in value.
Contributors
Amy Vetter
CPA, CITP, CGMA
Becky Livingston
Accounting & AI Marketing Consultant
Brian Tankersley
CPA, CITP, CGMA
Garrett Wagner
CPA, CITP, CEO and Founder of C3 Evolution Group
Jim Boomer
CPA, CITP, CEO
Ken Berry, JD
CPA Practice Advisor Tax Correspondent
Kristy Short, Ed.D.
Accounting Content Specialist
Mary Girsch-Bock
Contributing Writer
Randy Johnston
MCS, MCP
Roman Kepczyk
CPA, CITP, CGMA
